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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,449 | $84,236+157.0% | $170,435+27.0% | $70,126+208.7% |
| Participation rate | 91.1% | 70.8%+20.3pp | 83.6%+7.5pp | 69.5%+21.6pp |
| Annual return | 19.04% | 23.06%-4.0pp | 205.94%-186.9pp | 73.15%-54.1pp |
| Employer contribution / active EE | $4,738 | $3,387+39.9% | $5,432-12.8% | $2,343+102.2% |
| Participant deferral / active EE | $4,098 | $3,086+32.8% | $4,939-17.0% | $3,332+23.0% |
| Admin fee / account holder | $3,683 | $5,698-35.4% | $13,881-73.5% | $4,645-20.7% |